Affiliate Dashboard Overview

Overview

Your affiliate dashboard is the central hub for everything related to your partnership with TrekMail. This article walks you through the Overview tab — the first screen you see when you open the Affiliate section.

To access it, click Affiliate in the left sidebar of your TrekMail dashboard.

You do not need to wait for final approval to use the workspace. As soon as you enroll or start an affiliate application, TrekMail unlocks the dashboard so you can prepare links, review analytics, and monitor commissions. Approval is still required before payouts can be requested.

Balance cards

At the top of the Overview tab you will find three cards showing your financial position at a glance:

Note: The 30-day hold period exists to account for refunds and chargebacks. A commission moves from Pending to Available automatically once 30 days have passed from the date it was earned.

Performance snapshot

Below the balance cards, the performance snapshot shows your key metrics for the current period:

• Clicks — the number of times your affiliate links have been clicked
• Signups — visitors from your links who created a TrekMail account
• Paid conversions — signups who went on to activate a paid subscription
• Conversion rate (CVR) — the percentage of clicks that resulted in a paid conversion

These numbers update in real time. You can see a more detailed breakdown by link and date range in the Analytics tab.

Top links

The top links section shows your highest-performing affiliate links, ranked by paid conversions. For each link you can see the custom code, total clicks, and conversions.

This makes it easy to see which channels or campaigns are driving actual revenue — not just traffic. If one link consistently outperforms others, consider building more content around the same audience or angle.

Journey checklist

The journey checklist on the Overview tab tracks your onboarding progress. It shows four steps:

1. Affiliate workspace enabled — completed automatically when you access the affiliate section
2. Complete payout and profile details — add your PayPal or Stripe payout details so finance can process your withdrawals when the time comes
3. Submit your application — apply for the affiliate program and wait for review
4. Tax profile submitted — complete your W-9, W-8BEN, or W-8BEN-E tax form electronically in the dashboard so your payout is not held up by a missing compliance document

Steps can be completed in any order. We recommend completing the payout details and tax profile before your application is reviewed, so nothing slows down your first commission.

Dashboard tabs at a glance

Your affiliate dashboard currently has eight tabs: